Frank Lizotte is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial, The Golden 1 Credit Union, and Bank of the West. Lizotte has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014, currently based in Alamo, CA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers recommendations on a non-discretionary basis, combining large institutional advisory capabilities with brokerage and investment management services.

Jiani Zhu is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at PNC Bank and Regions Bank. Outside of her advisory role, she manages a small rental property business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.